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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,733 | $176,838-41.3% | $146,685-29.3% | $167,518-38.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 35.21% | 24.04%+11.2pp | 22.75%+12.5pp | 478.71%-443.5pp |
| Employer contribution / active EE | $4,545 | $5,161-11.9% | $4,137+9.9% | $4,838-6.1% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,131 | $13,262-91.5% | $10,281-89.0% | $12,312-90.8% |